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Prestige Wealth Management Group’s National Bank Holdings NBHC Stock Holding History

Prestige Wealth Management Group’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-29
Closed -$1K – 1001
2020
Q3 		$1K Hold
29
– – ﹤0.01% 808
2020
Q2 		$1K Hold
29
– – ﹤0.01% 811
2020
Q1 		$1K Buy
+29
New +$904 ﹤0.01% 798
2019
Q1 		– Sell
-29
Closed -$1K – 902
2018
Q4 		$1K Buy
+29
New +$1K ﹤0.01% 1077

Other funds holding NBHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prestige Wealth Management Group's NBHC Position: Q4 2020 in Review

Prestige Wealth Management Group sold out of National Bank Holdings (NBHC) in Q4 2020, closing a stake of 29 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in NBHC in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 150 funds tracked by Wall St. Rank hold NBHC as of Q4 2020.

  • Prestige Wealth Management Group reported no remaining National Bank Holdings position as of Q4 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 29 National Bank Holdings shares in Q4 2020, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in National Bank Holdings in Q4 2018 and held it in 4 quarters.
  • Prestige Wealth Management Group's National Bank Holdings position peaked at $1K in Q3 2020.
  • 150 funds tracked by Wall St. Rank held National Bank Holdings as of Q4 2020.

Based on Prestige Wealth Management Group's 13F filing for Q4 2020, filed 17 Feb 2021.